Date | Analyst | Company | Last | Target | Call | Valuation |
01/05/17 | OCBC | Hutchison Port | 0.435 | 0.46 | Buy | DDM |
02/03/17 | OCBC | Hutchison Port | 0.425 | 0.46 | Buy | |
02/13/17 | OCBC | Hutchison Port | 0.44 | 0.45 | Hold | Buy @ $0.41 or below |
02/14/17 | DBS Vickers | Hutchison Port | 0.415 | 0.42 | Hold | DCF |
04/25/17 | OCBC | Hutchison Port | 0.41 | 0.42 | Hold | |
04/26/17 | DBS Vickers | Hutchison Port | 0.395 | 0.42 | Hold | DCF |
06/19/17 | OCBC | Hutchison Port | 0.445 | 0.42 | Hold | Buy below $0.40 |
07/20/17 | OCBC | Hutchison Port | 0.48 | 0.42 | Sell | |
07/21/17 | DBS Vickers | Hutchison Port | 0.445 | 0.42 | Hold | DCF |
10/31/17 | OCBC | Hutchison Port | 0.435 | 0.42 | Hold | |
10/31/17 | DBS Vickers | Hutchison Port | 0.435 | 0.39 | Hold | DCF |
11/22/17 | OCBC | Hutchison Port | 0.42 | 0.42 | Hold | Buy @ $0.39 |
02/06/18 | OCBC | Hutchison Port | 0.375 | 0.43 | Buy | |
02/06/18 | DBS Vickers | Hutchison Port | 0.375 | 0.39 | Hold | DCF, Buy @ $0.35 |
04/16/18 | OCBC | Hutchison Port | 0.33 | 0.43 | Buy | |
04/16/18 | DBS Vickers | Hutchison Port | 0.33 | 0.38 | Buy | DCF |
06/01/18 | OCBC | Hutchison Port | 0.275 | 0.43 | Buy | |
06/05/18 | DBS Vickers | Hutchison Port | 0.28 | 0.38 | Buy |
Tuesday, June 5, 2018
Hutchison Port - Stock calls
HRnet Group - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/20/17 | Credit Suisse | HRnetGroup | 0.855 | 1.1 | Outperform | DCF, PER21.9x FY17 |
08/17/17 | Credit Suisse | HRnetGroup | 0.75 | 1.04 | Outperform | |
11/02/17 | DMG & Partners | HRnetGroup | 0.865 | 1.14 | Buy | DCF, PER16x FY18 Ex-Cash |
01/03/18 | DBS Vickers | HRnetGroup | 0.79 | 0.96 | Buy | DCF & PER15x FY18 (ex-cash) |
01/09/18 | DMG & Partners | HRnetGroup | 0.82 | 1.14 | Buy | DCF |
02/15/18 | DMG & Partners | HRnetGroup | 0.81 | 1.14 | Buy | DCF |
02/27/18 | Credit Suisse | HRnetGroup | 0.805 | 1.06 | Outperform | |
02/27/18 | DBS Vickers | HRnetGroup | 0.805 | 0.97 | Buy | PER15x FY18, Ex-cash |
05/11/18 | DBS Vickers | HRnetGroup | 0.83 | 0.98 | Buy | DCF & PER15x (ex-cash) |
05/11/18 | DMG & Partners | HRnetGroup | 0.83 | 1.14 | Buy | DCF |
Stock calls for 5 June 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
06/05/18 | DBS Vickers | Dairy Farm | 8.9 | 9.77 | Buy | |
06/05/18 | DBS Vickers | Genting | 1.26 | 1.49 | Buy | |
06/05/18 | phillip | Geo Energy | 0.225 | 0.41 | Buy | PER10x |
06/05/18 | UOB Kay Hian | Ho Bee | 2.49 | 3.02 | Buy | |
06/05/18 | DBS Vickers | Hutchison Port | 0.28 | 0.38 | Buy | |
06/05/18 | DBS Vickers | Keppel Corp | 7.75 | 10.2 | Buy | |
06/05/18 | CIMB | MM2 Asia | 0.485 | 0.72 | Add | Sum of parts |
06/05/18 | DMG & Partners | Moya Asia | 0.087 | 0.14 | Buy | |
06/05/18 | DBS Vickers | Roxy-Pacific | 0.505 | 0.63 | Buy | |
06/05/18 | DBS Vickers | Sembcorp Marine | 2.11 | 2.9 | Buy | |
06/05/18 | DBS Vickers | SIA | 11.48 | 13.7 | Buy | |
06/05/18 | DBS Vickers | Singtel | 3.27 | 3.85 | Buy | |
06/05/18 | UOB Kay Hian | Wheelock Properties | 1.74 | 2.33 | Buy | |
06/05/18 | DBS Vickers | Wilmar | 3.28 | 3.65 | Buy | |
06/05/18 | UOB Kay Hian | Wing Tai | 2.05 | 2.78 | Buy | RNAV (20% discount) |
How many deaths must happen before the government takes action against cyclists?
https://www.straitstimes.com/singapore/courts-crime/teenage-cyclist-who-allegedly-hit-60-year-old-woman-in-tampines-arrested?xtor=CS11-86
It's about time we take action against cyclists in the park where there are kids and elders frolicking and exercising in the park.
Cyclists and pedestrians cannot co-exist! How many deaths must happen before the government will reconsider to separate cyclists and pedestrians?
This is not the first case and won't be the last one too. Mark my words!
It's about time we take action against cyclists in the park where there are kids and elders frolicking and exercising in the park.
Cyclists and pedestrians cannot co-exist! How many deaths must happen before the government will reconsider to separate cyclists and pedestrians?
This is not the first case and won't be the last one too. Mark my words!
Recession may come sooner than expected.
https://sg.finance.yahoo.com/news/japans-weak-household-spending-services-activity-hint-recession-035757427--finance.html
The recession may come sooner than expected. The anticipated recession is in 2019/2020.
When Japan, the 3rd largest economy, enters into a recession, the rest of the world will follow suit because Japan is an export-oriented economy and is an accurate indicator of the world economies.
When Japan is not doing well, it means world trades are floundering too.
The recession may come sooner than expected. The anticipated recession is in 2019/2020.
When Japan, the 3rd largest economy, enters into a recession, the rest of the world will follow suit because Japan is an export-oriented economy and is an accurate indicator of the world economies.
When Japan is not doing well, it means world trades are floundering too.
Monday, June 4, 2018
Hotung - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/20/17 | DMG & Partners | Hotung | 1.515 | 1.9 | Buy | PB0.6x, Yield 7% |
04/17/17 | DMG & Partners | Hotung | 1.75 | 2 | Buy | PB0.6x FY17 |
06/07/17 | UOB Kay Hian | Hotung | 1.87 | 3.38 | Buy | |
06/12/17 | Lim & Tan | Hotung | 1.92 | 3.02 | Buy | |
07/05/17 | UOB Kay Hian | Hotung | 1.865 | 3.38 | Buy | PB0.94x |
08/17/17 | UOB Kay Hian | Hotung | 2.1 | 2.93 | Buy |
Hotel Properties - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/28/17 | OCBC | Hotel Properties | 3.76 | 4.83 | Buy | |
08/16/17 | OCBC | Hotel Properties | 3.87 | 4.83 | Buy | |
02/28/18 | OCBC | Hotel Properties | 3.78 | 4.74 | Buy | RNAV |
03/09/18 | OCBC | Hotel Properties | 3.77 | 4.74 | Buy |
Stock calls for 4 June 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
06/04/18 | UOB Kay Hian | A-Reit | 2.64 | 3.05 | Buy | |
06/04/18 | UOB Kay Hian | CapitaCommercial | 1.69 | 2.09 | Buy | |
06/04/18 | UOB Kay Hian | CDL Hospitality | 1.68 | 1.95 | Buy | |
06/04/18 | UOB Kay Hian | City Developments | 11.25 | 14.03 | Buy | |
06/04/18 | UOB Kay Hian | Cityneon | 0.98 | 1.55 | Buy | |
06/04/18 | Lim & Tan | CourtsAsia | 0.215 | 0 | Hold | |
06/04/18 | UOB Kay Hian | CSE Global | 0.465 | 0.61 | Buy | |
06/04/18 | phillip | DBS | 28.3 | 32.7 | Accumulate | |
06/04/18 | UOB Kay Hian | DBS | 28.3 | 35.5 | Buy | |
06/04/18 | CIMB | ESR-Reit | 0.505 | 0.62 | Add | |
06/04/18 | Amfrasers | Geo Energy | 0.225 | 0.3 | Buy | DCF, PER6x FY18 |
06/04/18 | UOB Kay Hian | Keppel Corp | 7.65 | 9 | Buy | |
06/04/18 | OCBC | KSH | 0.635 | 0.98 | Buy | |
06/04/18 | UOB Kay Hian | M1 | 1.71 | 1.6 | Sell | |
06/04/18 | phillip | OCBC | 12.53 | 14.9 | Accumulate | |
06/04/18 | Kim Eng | Oxley | 0.46 | 0.56 | Buy | RNAV (20% discount) |
06/04/18 | CIMB | Sembcorp Industries | 2.93 | 3.49 | Add | |
06/04/18 | DBS Vickers | Sembcorp Industries | 2.93 | 4.5 | Buy | |
06/04/18 | UOB Kay Hian | Singapore Post | 1.32 | 1.59 | Buy | |
06/04/18 | UOB Kay Hian | Singtel | 3.25 | 4.22 | Buy | |
06/04/18 | UOB Kay Hian | ST Engineering | 3.45 | 4.1 | Buy | |
06/04/18 | UOB Kay Hian | Sunningdale | 1.38 | 2 | Buy | |
06/04/18 | UOB Kay Hian | Tianjin Zhongxin | 1.21 | 1.72 | Buy | |
06/04/18 | phillip | UOB | 28.1 | 31.7 | Accumulate |
We urge US to come clean on Iraq invasion!
https://uk.reuters.com/article/uk-china-tiananmen/us-urges-china-to-come-clean-on-tiananmen-anniversary-idUKKCN1J00AE
USA, please come clean on Iraq invasion before you point your finger at another country.
http://sg-stock.blogspot.com/2016/07/chilcot-report-revealed-truth-about.html
USA, please come clean on Iraq invasion before you point your finger at another country.
http://sg-stock.blogspot.com/2016/07/chilcot-report-revealed-truth-about.html
The USA is fearmongering again!
https://sg.news.yahoo.com/mattis-slams-china-c-sea-leaves-door-open-004735521.html
The USA is embarking on a smearing campaign again.
The timeline shows that China only started to militarize the South China Sea (SCS) when the USA started to create troubles in SCS by sending their naval vessels to conduct freedom of navigation (FON). The militarization is a counter response to the USA FON, not to intimidate or coerce other countries.
This is an internet era and we can find the timeline of activities in SCS to disapprove the USA's accusation. There is a direct causation between US FON and China militarization in SCS.
The USA is embarking on a smearing campaign again.
The timeline shows that China only started to militarize the South China Sea (SCS) when the USA started to create troubles in SCS by sending their naval vessels to conduct freedom of navigation (FON). The militarization is a counter response to the USA FON, not to intimidate or coerce other countries.
This is an internet era and we can find the timeline of activities in SCS to disapprove the USA's accusation. There is a direct causation between US FON and China militarization in SCS.
Sunday, June 3, 2018
China to void trade deals if the USA insists on implementing the tariffs.
https://www.bbc.com/news/business-44346461
China has given its latest warning to the USA for implementing the USA tariffs against China.
Let's see if Trump will really do it.
China has given its latest warning to the USA for implementing the USA tariffs against China.
Let's see if Trump will really do it.
Saturday, June 2, 2018
Baltic dry index - 1156
Today, Friday, June 01 2018, the Baltic Dry Index climbed by 66 points, reaching 1156 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.
=====================
Related stocks: Semcorp Marine, Cosco & Pan Ocean
US rig count - 1060
HOUSTON — The number of rigs exploring for oil and natural gas in the U.S. increased by one this week to 1,060.
At this time a year ago there were 916 active rigs.
Houston oilfield services company Baker Hughes reported Friday that 861 rigs drilled for oil this week and 197 for gas. Two were listed as miscellaneous.
Among major oil- and gas-producing states, Oklahoma added two rigs, and Colorado, Texas, and Wyoming each added one.
Louisiana lost two rigs. New Mexico and North Dakota each lost one.
Alaska, Arkansas, California, Ohio, Pennsylvania, Utah, and West Virginia were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
========================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco.
HOUSTON — The number of rigs exploring for oil and natural gas in the U.S. increased by one this week to 1,060.
At this time a year ago there were 916 active rigs.
Houston oilfield services company Baker Hughes reported Friday that 861 rigs drilled for oil this week and 197 for gas. Two were listed as miscellaneous.
Among major oil- and gas-producing states, Oklahoma added two rigs, and Colorado, Texas, and Wyoming each added one.
Louisiana lost two rigs. New Mexico and North Dakota each lost one.
Alaska, Arkansas, California, Ohio, Pennsylvania, Utah, and West Virginia were unchanged.
At this time a year ago there were 916 active rigs.
Houston oilfield services company Baker Hughes reported Friday that 861 rigs drilled for oil this week and 197 for gas. Two were listed as miscellaneous.
Among major oil- and gas-producing states, Oklahoma added two rigs, and Colorado, Texas, and Wyoming each added one.
Louisiana lost two rigs. New Mexico and North Dakota each lost one.
Alaska, Arkansas, California, Ohio, Pennsylvania, Utah, and West Virginia were unchanged.
========================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco.
The US-NK summit is back in Singapore again!
https://sg.news.yahoo.com/top-north-korean-general-way-us-ahead-summit-064336576.html
Whether there will be a last minute cancellation, only the god knows!
Nevertheless, Singapore will be preparing for this US-NK summit and security will be tight in June 2018.
Whether there will be a last minute cancellation, only the god knows!
Nevertheless, Singapore will be preparing for this US-NK summit and security will be tight in June 2018.
Friday, June 1, 2018
Facebook doesn't respect shareholders!
https://www.channelnewsasia.com/news/business/facebook-says-all-directors-elected--shareholder-proposals-rejected-10304198
This is the inception of a downfall.
https://www.channelnewsasia.com/news/business/facebook-sinking-fast-among-us-teens-survey-10303044
Opps! It may have already happened. Teens are dumping FB already as we speak.
This is the inception of a downfall.
https://www.channelnewsasia.com/news/business/facebook-sinking-fast-among-us-teens-survey-10303044
Opps! It may have already happened. Teens are dumping FB already as we speak.
Mahathir has shown his true colour which is his hatred for Singapore.
https://fairplay.ihs.com/commerce/article/4302161/mahathir-cancels-singapore-rail-link-renegotiates-china-project
Mahathir doesn't want Singapore to be connected to the OBR initiative and therefore has cancelled the HSR project. However, he will still retain the rail link with China by renegotiating for better terms.
He just doesn't want SG to reap the economic benefits and uses this HSR cancellation to slow SG growth. In short, he still hates SG deeply in his heart.
Mahathir doesn't want Singapore to be connected to the OBR initiative and therefore has cancelled the HSR project. However, he will still retain the rail link with China by renegotiating for better terms.
He just doesn't want SG to reap the economic benefits and uses this HSR cancellation to slow SG growth. In short, he still hates SG deeply in his heart.
HongKong Land - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/03/17 | CIMB | Hongkong Land | 7.02 | 7.8 | Add | RNAV (40% discount) |
03/03/17 | DBS Vickers | Hongkong Land | 7.02 | 7.8 | Buy | RNAV (35% discount) |
03/03/17 | Lim & Tan | Hongkong Land | 7.02 | 0 | Buy | |
03/06/17 | Credit Suisse | Hongkong Land | 6.84 | 7.2 | Neutral | |
03/06/17 | DBS Vickers | Hongkong Land | 6.84 | 7.9 | Buy | |
04/04/17 | CIMB | Hongkong Land | 7.72 | 8.5 | Add | RNAV (35% discount) |
05/04/17 | DBS Vickers | Hongkong Land | 7.75 | 8.51 | Buy | RNAV (30% discount) |
06/13/17 | Lim & Tan | Hongkong Land | 7.76 | 0 | Buy | |
08/03/17 | DBS Vickers | Hongkong Land | 7.54 | 8.93 | Buy | RNAV (30% discount) |
08/04/17 | CIMB | Hongkong Land | 7.59 | 9.1 | Add | RNAV (35% discount) |
08/07/17 | DIR | Hongkong Land | 7.8 | 9.3 | Buy | RNAV (30% discount), Up from $8.70 |
11/10/17 | DBS Vickers | Hongkong Land | 7.32 | 8.93 | Buy | RNAV (30% discount) |
12/20/17 | CIMB | Hongkong Land | 7.16 | 9.1 | Add | |
03/09/18 | CIMB | Hongkong Land | 6.76 | 9.1 | Add | RNAV (35% discount) |
03/09/18 | Lim & Tan | Hongkong Land | 6.76 | 0 | Buy | |
03/12/18 | DBS Vickers | Hongkong Land | 7.02 | 8.53 | Buy | RNAV (35% discount) |
03/13/18 | CIMB | Hongkong Land | 7 | 9.5 | Add | RNAV (30% discount) |
05/11/18 | DBS Vickers | Hongkong Land | 7.26 | 8.53 | Buy |
Hong Leong Finance - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/05/17 | DBS Vickers | Hong Leong Finance | 2.7 | 3.2 | Buy | GGM, PB0.8x FY17 |
08/10/17 | DBS Vickers | Hong Leong Finance | 2.63 | 3.2 | Buy | GGM, PB0.8x FY17 |
11/13/17 | DBS Vickers | Hong Leong Finance | 2.72 | 3.2 | Buy | GGM, PB0.8x FY17 |
01/05/18 | DBS Vickers | Hong Leong Finance | 2.77 | 3.2 | Buy | |
02/28/18 | DBS Vickers | Hong Leong Finance | 2.68 | 3.2 | Buy | GGM, PB0.8x FY17 |
05/03/18 | DBS Vickers | Hong Leong Finance | 2.8 | 3.2 | Buy | GGM |
Stock calls for 1 June 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
06/01/18 | Amfrasers | Accordia Golf Trust | 0.605 | 0.7 | Buy | DDM |
06/01/18 | Phillip | Aoxin Q&M | 0.22 | 0.29 | Not Rated | PER35x FY19 |
06/01/18 | OCBC | Hutchison Port | 0.275 | 0.43 | Buy | |
06/01/18 | CIMB | Jubilee | 0.039 | 0.051 | Add | Sum of parts |
06/01/18 | Lim & Tan | KSH | 0.645 | 0 | Hold | |
06/01/18 | UOB Kay Hian | OCBC | 12.54 | 16.5 | Buy | GGM, PB1.68 FY18 |
06/01/18 | OCBC | SGX | 7.24 | 7.89 | Buy | PER23x |
06/01/18 | SAC Advisors | SLB Dev | 0.215 | 0.28 | Buy |
Thursday, May 31, 2018
Singapore ministers do not dare to comment on Mahathir's intention to build an island on the middle rocks.
https://www.channelnewsasia.com/news/singapore/pedra-branca-singapore-malaysia-icj-to-drop-challenge-10291432
https://www.todayonline.com/content/full-singapore-ministry-foreign-affairs-statement-malaysias-decision-withdraw-icj-challenge
2 Singapore ministers (current & ex) commented on Pedra Branca but both didn't comment on the middle rocks' island that Malaysia was constructing.
It is definitely a security concern to Singapore that Malaysia is building an island for maritime purpose so near to Singapore (just 44km away) but SG doesn't dare to make any remark.
Mahathir is embarking on his anti-Singapore barrage by trying to contain Singapore. First, it was the HSR cancellation and followed immediately by the island construction remark on the middle rocks. This won't be the end but a beginning as he loves to skin SG alive.
https://www.todayonline.com/content/full-singapore-ministry-foreign-affairs-statement-malaysias-decision-withdraw-icj-challenge
2 Singapore ministers (current & ex) commented on Pedra Branca but both didn't comment on the middle rocks' island that Malaysia was constructing.
It is definitely a security concern to Singapore that Malaysia is building an island for maritime purpose so near to Singapore (just 44km away) but SG doesn't dare to make any remark.
Mahathir is embarking on his anti-Singapore barrage by trying to contain Singapore. First, it was the HSR cancellation and followed immediately by the island construction remark on the middle rocks. This won't be the end but a beginning as he loves to skin SG alive.
Hock Lian Seng - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/16/17 | UOB Kay Hian | Hock Lian Seng | 0.515 | 0.69 | Buy | PER7.6x FY17, Ex-Cash |
03/02/17 | phillip | Hock Lian Seng | 0.585 | 0.57 | Neutral | Sum of parts |
03/02/17 | UOB Kay Hian | Hock Lian Seng | 0.585 | 0.69 | Buy | |
05/11/17 | phillip | Hock Lian Seng | 0.475 | 0.57 | Accumulate | Sum of parts |
05/11/17 | UOB Kay Hian | Hock Lian Seng | 0.475 | 0.585 | Buy | PER7.6x FY17, Ex-Cash |
12/06/17 | DBS Vickers | Hock Lian Seng | 0.455 | 0.58 | Not Rated | PER11x FY18 |
02/20/18 | UOB Kay Hian | Hock Lian Seng | 0.495 | 0.63 | Buy | |
02/27/18 | UOB Kay Hian | Hock Lian Seng | 0.51 | 0.65 | Buy |
Ho Bee - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/11/17 | Kim Eng | Ho Bee | 2.06 | 2.13 | Hold | |
02/06/17 | phillip | Ho Bee | 2.29 | 2 | Accumulate | |
02/09/17 | Lim & Tan | Ho Bee | 2.3 | 0 | Buy | |
02/28/17 | Kim Eng | Ho Bee | 2.3 | 2.47 | Hold | |
03/02/17 | phillip | Ho Bee | 2.26 | 2.64 | Accumulate | RNAV (30% discount) |
03/08/17 | UOB Kay Hian | Ho Bee | 2.32 | 2.82 | Buy | |
03/13/17 | Kim Eng | Ho Bee | 2.35 | 2.47 | Hold | |
03/13/17 | UOB Kay Hian | Ho Bee | 2.35 | 3.02 | Buy | |
03/16/17 | Kim Eng | Ho Bee | 2.3 | 2.6 | Hold | |
04/26/17 | Kim Eng | Ho Bee | 2.31 | 2.6 | Hold | RNAV (36% discount) |
04/27/17 | phillip | Ho Bee | 2.37 | 2.64 | Accumulate | RNAV (30% discount) |
05/29/17 | Kim Eng | Ho Bee | 2.36 | 3 | Buy | RNAV (29% discount) |
06/16/17 | Kim Eng | Ho Bee | 2.37 | 3 | Buy | |
07/11/17 | Kim Eng | Ho Bee | 2.35 | 3 | Buy | |
08/14/17 | phillip | Ho Bee | 2.32 | 2.98 | Accumulate | RNAV (30% discount) |
08/22/17 | CIMB | Ho Bee | 2.35 | 3.39 | Add | RNAV (35% discount) |
08/28/17 | Kim Eng | Ho Bee | 2.39 | 3 | Buy | |
09/18/17 | UOB Kay Hian | Ho Bee | 2.32 | 3.02 | Buy | |
09/25/17 | Kim Eng | Ho Bee | 2.36 | 3 | Buy | |
11/10/17 | phillip | Ho Bee | 2.57 | 2.98 | Accumulate | RNAV (30% discount) |
11/17/17 | Kim Eng | Ho Bee | 2.53 | 3 | Buy | |
12/01/17 | UOB Kay Hian | Ho Bee | 2.48 | 3.02 | Buy | |
12/18/17 | Kim Eng | Ho Bee | 2.41 | 3 | Buy | |
03/01/18 | Kim Eng | Ho Bee | 2.48 | 3.15 | Buy | RNAV (30% discount) |
03/02/18 | phillip | Ho Bee | 2.51 | 2.98 | Accumulate | RNAV (30% discount) |
04/11/18 | Kim Eng | Ho Bee | 2.54 | 3.15 | Buy | |
04/27/18 | Kim Eng | Ho Bee | 2.54 | 3.3 | Buy | RNAV |
04/27/18 | Lim & Tan | Ho Bee | 2.54 | 0 | Buy | |
04/30/18 | phillip | Ho Bee | 2.56 | 2.98 | Accumulate | RNAV (30% discount) |
Stock calls for 31 May 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
05/31/18 | Lim & Tan | Accordia Golf Trust | 0.595 | 0 | Hold | |
05/31/18 | NRA | Accrelist | 0.006 | 0.012 | Overweight | |
05/31/18 | CIMB | Dairy Farm | 8.95 | 9.55 | Add | |
05/31/18 | DBS Vickers | Frasers Commercial Trust | 1.36 | 1.65 | Buy | |
05/31/18 | phillip | Old Chang Kee | 0.755 | 0.98 | Buy | DCF, PER22.6x FY19 |
05/31/18 | phillip | SATS | 5.28 | 5.58 | Accumulate | DCF |
05/31/18 | UOB Kay Hian | SATS | 5.28 | 5.7 | Buy | DCF, PER24.3x FY19 |
05/31/18 | DBS Vickers | SATS | 5.28 | 5.64 | Buy | |
05/31/18 | OCBC | SATS | 5.28 | 5.5 | Hold | |
05/31/18 | DBS Vickers | Yoma | 0.4 | 0.58 | Buy |
Wednesday, May 30, 2018
HMI - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/10/17 | Amfraserss | HMI | 0.645 | 0.84 | Buy | |
02/13/17 | Amfraserss | HMI | 0.645 | 0.86 | Buy | DCF, PER36x FY18 |
03/10/17 | phillip | HMI | 0.61 | 0.83 | Buy | DCF |
03/13/17 | CIMB | HMI | 0.635 | 0.81 | Add | DCF |
03/24/17 | OCBC | HMI | 0.64 | 0.8 | Buy | DCF |
04/20/17 | OCBC | HMI | 0.625 | 0.8 | Buy | |
04/20/17 | UOB Kay Hian | HMI | 0.625 | 0.83 | Buy | DCF |
05/09/17 | CIMB | HMI | 0.615 | 0.81 | Add | DCF |
05/12/17 | OCBC | HMI | 0.605 | 0.8 | Buy | DCF |
05/15/17 | Amfrasers | HMI | 0.6 | 0.86 | Buy | DCF, PER38x FY18 |
05/15/17 | CIMB | HMI | 0.6 | 0.83 | Add | DCF |
05/15/17 | phillip | HMI | 0.6 | 0.83 | Buy | DCF, PER35x FY18 |
06/05/17 | Kim Eng | HMI | 0.63 | 0.84 | Buy | DCF, PER35x FY18 |
06/08/17 | OCBC | HMI | 0.69 | 0.8 | Buy | |
06/19/17 | UOB Kay Hian | HMI | 0.685 | 0.83 | Buy | DCF |
08/01/17 | UOB Kay Hian | HMI | 0.665 | 0.83 | Buy | DCF |
08/24/17 | OCBC | HMI | 0.65 | 0.8 | Buy | DCF |
08/25/17 | Kim Eng | HMI | 0.645 | 0.8 | Buy | DCF |
08/25/17 | CIMB | HMI | 0.645 | 0.83 | Add | DCF |
08/29/17 | phillip | HMI | 0.645 | 0.83 | Buy | DCF |
09/11/17 | UOB Kay Hian | HMI | 0.635 | 0.83 | Buy | DCF |
11/15/17 | CIMB | HMI | 0.715 | 0.83 | Add | DCF |
11/15/17 | phillip | HMI | 0.715 | 0.83 | Buy | DCF |
11/15/17 | UOB Kay Hian | HMI | 0.715 | 0.83 | Buy | DCF |
11/15/17 | Kim Eng | HMI | 0.715 | 0.8 | Buy | DCF |
01/08/18 | CIMB | HMI | 0.665 | 0.83 | Add | DCF |
02/14/18 | phillip | HMI | 0.63 | 0.83 | Buy | DCF |
02/14/18 | UOB Kay Hian | HMI | 0.63 | 0.83 | Buy | DCF |
02/14/18 | Kim Eng | HMI | 0.63 | 0.8 | Buy | DCF |
05/11/18 | phillip | HMI | 0.645 | 0.83 | Buy | DCF |
05/11/18 | UOB Kay Hian | HMI | 0.645 | 0.83 | Buy | DCF |
05/16/18 | Kim Eng | HMI | 0.665 | 0.8 | Buy |
Hi-P - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/23/17 | DBS Vickers | Hi-P | 0.88 | 1.07 | Buy | PER12x FY18 |
06/16/17 | DBS Vickers | Hi-P | 0.935 | 1.07 | Buy | |
08/07/17 | DBS Vickers | Hi-P | 1.19 | 1.45 | Buy | PER13x |
10/03/17 | DBS Vickers | Hi-P | 1.405 | 1.67 | Buy | PER13.2x FY18 |
11/08/17 | DBS Vickers | Hi-P | 1.93 | 2.3 | Buy | PER15.4x FY18 |
12/06/17 | DBS Vickers | Hi-P | 1.61 | 2.3 | Buy | |
12/21/17 | Kim Eng | Hi-P | 1.75 | 2.11 | Buy | PB3.4x FY17, PER13.6x FY18, PEG0.7x |
02/15/18 | Kim Eng | Hi-P | 1.92 | 2.43 | Buy | PB3.2x FY18 |
02/15/18 | DBS Vickers | Hi-P | 1.92 | 2.48 | Buy | PER14.4x FY18 |
04/03/18 | DBS Vickers | Hi-P | 2.17 | 2.48 | Buy | |
04/27/18 | DBS Vickers | Hi-P | 1.8 | 1.88 | Hold | PER13.3x FY18 |
05/03/18 | DBS Vickers | Hi-P | 1.69 | 1.8 | Hold | PER13.3x FY18 |
05/03/18 | Lim & Tan | Hi-P | 1.69 | 0 | Sell | |
05/04/18 | Kim Eng | Hi-P | 1.57 | 1.45 | Hold | PB2x |
Hatten Land - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/28/17 | NRA | Hatten Land | 0.27 | 0.44 | Overweight | |
03/14/17 | UOB Kay Hian | Hatten Land | 0.285 | 0.43 | Buy | Sum of parts |
05/16/17 | UOB Kay Hian | Hatten Land | 0.196 | 0.43 | Buy | Sum of parts |
06/21/17 | CIMB | Hatten Land | 0.181 | 0.38 | Add | RNAV (45% discount) |
07/05/17 | UOB Kay Hian | Hatten Land | 0.225 | 0.43 | Buy | |
08/18/17 | CIMB | Hatten Land | 0.2 | 0.38 | Add | RNAV (45% discount) |
08/21/17 | NRA | Hatten Land | 0.205 | 0.46 | Overweight | DCF, PER20.2x FY18 |
Stock calls for 30 May 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
05/30/18 | DMG & Partners | APAC Realty | 0.905 | 1.35 | Buy | DCF |
05/30/18 | DBS Vickers | MM2 Asia | 0.495 | 0.7 | Buy | Sum of parts |
05/30/18 | Lim & Tan | SATS | 5.35 | 0 | Hold | |
05/30/18 | CIMB | Valuetronics | 0.795 | 0.95 | Add | PER10x CY19 |
05/30/18 | UOB Kay Hian | Valuetronics | 0.795 | 0.96 | Buy | PER11.3x FY19 |
05/30/18 | DMG & Partners | Valuetronics | 0.795 | 0.92 | Buy | PER9.5x FY19 |
05/30/18 | Kim Eng | Valuetronics | 0.795 | 1.15 | Buy |
Monday, May 28, 2018
Mahathir wants to terminate KL-SG HSR.
https://sg.finance.yahoo.com/news/malaysia-pm-drop-high-speed-rail-project-singapore-091027991.html
This old man doesn't like Singapore at all. He didn't get a chance to skin Singapore in the past. Therefore, he is doing it now by trying to stop our progress. He doesn't want SG to be linked to the OBR initiative.
This old man doesn't like Singapore at all. He didn't get a chance to skin Singapore in the past. Therefore, he is doing it now by trying to stop our progress. He doesn't want SG to be linked to the OBR initiative.
Guocoland - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/24/17 | CIMB | Guocoland | 1.845 | 2.59 | Add | RNAV (25% discount) |
03/08/17 | UOB Kay Hian | Guocoland | 1.85 | 2.55 | Buy | |
08/17/17 | Kim Eng | Guocoland | 2.04 | 2.75 | Buy | RNAV (22% discount) |
08/25/17 | UOB Kay Hian | Guocoland | 2.28 | 2.8 | Buy | RNAV (23.5% discount) |
08/29/17 | CIMB | Guocoland | 2.32 | 2.77 | Add | RNAV (25% discount) |
09/18/17 | UOB Kay Hian | Guocoland | 2.29 | 2.8 | Buy | |
09/25/17 | Kim Eng | Guocoland | 2.29 | 2.75 | Buy | RNAV (23.5% discount) |
10/09/17 | Kim Eng | Guocoland | 2.31 | 2.9 | Buy | RNAV (20% discount) |
10/20/17 | CIMB | Guocoland | 2.41 | 2.82 | Add | RNAV (25% discount) |
11/17/17 | Kim Eng | Guocoland | 2.19 | 2.9 | Buy | |
12/01/17 | UOB Kay Hian | Guocoland | 2.08 | 2.8 | Buy | |
12/07/17 | Kim Eng | Guocoland | 2.09 | 2.95 | Buy | RNAV (20% discount) |
01/16/18 | Kim Eng | Guocoland | 2.26 | 2.95 | Buy | RNAV (38% discount), PB0.68x |
02/02/18 | CIMB | Guocoland | 2.25 | 2.88 | Add | RNAV (25% discount) |
02/05/18 | Kim Eng | Guocoland | 2.22 | 2.95 | Buy | RNAV (20% discount) |
03/20/18 | CIMB | Guocoland | 2.11 | 2.88 | Add | RNAV (25% discount) |
03/20/18 | Kim Eng | Guocoland | 2.11 | 3 | Buy | RNAV (20% discount) |
04/02/18 | Kim Eng | Guocoland | 2.08 | 3 | Buy | RNAV (20% discount) |
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